Meramec Financial Planners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Meramec Financial Planners’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.6K	Sell	123 -75	-38%	-$20.3K	0.01%	265
2026 Q1	$54.7K	Hold	198	–	–	0.02%	196
2025 Q4	$53.8K	Buy	+198	New	+$47.1K	0.02%	203

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Meramec Financial Planners's XAR Position: Q2 2026 in Review

Meramec Financial Planners reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 38% in Q2 2026, selling an estimated $20.3K and leaving 123 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #265.

Meramec Financial Planners first reported a position in XAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $54.7K in Q1 2026. 614 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Meramec Financial Planners held 123 shares of State Street SPDR S&P Aerospace & Defense ETF worth $33.6K as of Q2 2026.
Meramec Financial Planners sold 75 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $20.3K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #265 holding.
Meramec Financial Planners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
Meramec Financial Planners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $54.7K in Q1 2026.
614 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.